UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249B
AUM Growth
+$30.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,286
New
Increased
Reduced
Closed

Top Buys

1
+$694M
2
+$567M
3
+$525M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$504M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$351M

Top Sells

1
+$542M
2
+$393M
3
+$370M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$290M
5
FIS icon
Fidelity National Information Services
FIS
+$264M

Sector Composition

1 Technology 17.64%
2 Financials 9.54%
3 Healthcare 8.06%
4 Consumer Discretionary 6.75%
5 Industrials 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$2.12M ﹤0.01%
145,699
+13,800
2802
$2.11M ﹤0.01%
196,771
+112,388
2803
$2.11M ﹤0.01%
323,699
-13,005
2804
$2.11M ﹤0.01%
225,790
+3,908
2805
$2.1M ﹤0.01%
118,389
+77,621
2806
$2.1M ﹤0.01%
26,633
+7,055
2807
$2.1M ﹤0.01%
239,774
+119,625
2808
$2.1M ﹤0.01%
167,947
+52,978
2809
$2.1M ﹤0.01%
34,343
-3,950
2810
$2.1M ﹤0.01%
145,083
-4,659
2811
$2.1M ﹤0.01%
71,000
-132,829
2812
$2.09M ﹤0.01%
164,517
+43,137
2813
$2.09M ﹤0.01%
48,365
+9,238
2814
$2.09M ﹤0.01%
66,652
+24,917
2815
$2.09M ﹤0.01%
291,928
+107,792
2816
$2.09M ﹤0.01%
356,150
+13,038
2817
$2.09M ﹤0.01%
44,270
-172
2818
$2.08M ﹤0.01%
46,714
+44,817
2819
$2.08M ﹤0.01%
74,565
+51,559
2820
$2.08M ﹤0.01%
50,122
-23,168
2821
$2.08M ﹤0.01%
465,622
+57,234
2822
$2.07M ﹤0.01%
48,274
+5,302
2823
$2.06M ﹤0.01%
141,963
+3,216
2824
$2.06M ﹤0.01%
202,669
+57,935
2825
$2.06M ﹤0.01%
151,212
+43,894
111 112
113
114 115